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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
401
HBK Sorce Advisory
Pennsylvania
$249K +$34.3K +135 +18%
RFC
402
Regions Financial Corp
Alabama
$247K +$227K +895 New
NFG
403
Next Financial Group
Texas
$245K -$27.9K -110 -11%
PA
404
Parallel Advisors
California
$244K +$9.64K +38 +4%
NIM
405
Nicollet Investment Management
Minnesota
$238K +$219K +865 New
FAM
406
Formidable Asset Management
Ohio
$237K
SAM
407
Simplify Asset Management
Nevada
$231K
SWA
408
Stratos Wealth Advisors
Ohio
$230K -$11.7K -46 -5%
JWCA
409
J.W. Cole Advisors
Florida
$227K +$18.3K +72 +10%
ESCM
410
Echo Street Capital Management
New York
$227K +$209K +822 New
CGH
411
Crossmark Global Holdings
Texas
$226K -$30.4K -120 -13%
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$223K
HFG
413
Heron Financial Group
New York
$222K
AIC
414
Ameritas Investment Company
Nebraska
$220K -$50.2K -198 -64%
GF
415
Gabelli Funds
New York
$220K +$203K +800 New
KFA
416
Kelleher Financial Advisors
New York
$218K
SWM
417
SeaCrest Wealth Management
New York
$217K -$68.5K -270 -26%
SM
418
Sciencast Management
New Jersey
$216K -$152K -600 -42%
WCM
419
Wunderlich Capital Managemnt
Tennessee
$216K +$199K +784 New
FNBOO
420
First National Bank of Omaha
Nebraska
$215K
Nomura Asset Management
421
Nomura Asset Management
Japan
$214K -$7.36K -29 -4%
FCM
422
Fortis Capital Management
Washington
$213K -$1.69M -6,660 -90%
CW
423
CreativeOne Wealth
Kansas
$212K +$196K +771 New
SMDAM
424
Sumitomo Mitsui DS Asset Management
Japan
$209K -$96.7K -381 -33%
KPWS
425
Kestra Private Wealth Services
Texas
$209K -$1.27K -5 -0.7%